Weekly Published Article
11/9/19 - How Do You Find the Right One?
As most people know, the financial, economic and investment world has changed dramatically over the last several years. Of course, that is expected to continue into the future. All of these changes have caused questions, concerns and uncertainties for many people. And when you add to that the complexities of retirement planning these days, things can get very difficult, confusing and overwhelming.
11/2/19 - It Is Crunch Time
Can you believe it is November already? This of course means there are only a few weeks left in the year. Obviously, it is one of the busiest times of the year, and people everywhere will be scrambling trying to get things done. You probably do not need anything else added to your plate right now, but unfortunately, the clock is ticking on a few retirement planning moves that you have to and/or may need to make before time expires at the end of the year. So, it is crunch time.
10/26/19 - Is it a Trick or a Treat?
It is Halloween week, and the main theme of Halloween is ‘trick or treat’. ‘Trick or treat’ is also a main theme right now in the financial world as there are a lot of financial tools, moves, options, and strategies available that could either be a trick or a treat to your retirement plan. So, how do you know which one it is?
10/19/19 - Question of the Month - October
“Hello, Brian. My father recently passed away and left his estate to my brother and me. The estate included an annuity. What will the tax situation be for us on this annuity money? Do we have to pay taxes on it, and if so, how much? Thanks, Julia”.
10/12/19 - Are You Scared?
It is October, and that means it is Halloween season. This is the time of year for scary stories, costumes, haunts, etc. Of course, all of these things are just make-believe for just a short period of time each year. Unfortunately though, there are many scary issues going on in the financial, economic, tax and political world right now, and they are not make-believe. Many people are fearing the worst, and they are downright worried. Are you scared?
10/5/19 - It’s Time for Your Retirement Test
Recently, we did our ‘Back to School for Your Retirement Show.’ Students across the country have been getting back to school over the last several weeks. However, “back to school” is not just for students anymore. You have to make sure to continue your retirement education each and every year due to all the many changes that take place in the financial arena.
9/28/19 - What Happens to Your Retirement Plan When Your Spouse Passes Away?
It is always a hard time when a spouse passes away. Obviously, there are a lot of emotions to deal with as well as concerns and figuring out how to live without your spouse. But, what happens to your retirement plan? Well, unfortunately, there are a lot of changes that happen to a retirement plan when a spouse passes away. .